Support Matrix

    PRISM models a bounded set of years and topics. The matrix below states what is in scope, what is partial, what is informational only, and what falls outside the platform.

    Year support

    YearsStatusOperational meaning
    2025–2026
    Supported
    		Active — current rules maintained.
    2023–2024
    Supported (archived)
    		Archived — stable rules retained.
    2020–2022
    Provisional
    		Provisional — partially modeled, not actively maintained.
    < 2018
    Unsupported
    		Unsupported — out of scope.
    ≥ 2027
    Unsupported
    		Forward years — not modeled until rules are released.

    Topic support

    BucketTopics
    Modeled

    Modeled — computed end-to-end.

    • Federal income tax
    • Alternative minimum tax (AMT)
    • Net investment income tax (NIIT)
    • Capital gains
    • ISO equity
    • NSO equity
    • RSU equity
    • ESPP equity
    • Retirement contributions
    • Multi-state allocation
    • FEIE / FTC (expat)
    • Cryptocurrency
    • Rental property
    • QSBS
    • Section 121 (home sale)
    • Entity election
    • Notice decoding & analysis
    • Notice deadline & timeline extraction
    Explanation only

    Explanation only — interpreted, not computed.

    • IRS notice interpretation
    • Notice response options
    External review required

    External review required — outside PRISM scope.

    • Notice representation
    • Controversy & negotiation strategy
    • Estate & gift tax
    • Audit defense
    • Return preparation & filing
    • Payroll tax deposits
    • International entity structures
    • Required minimum distribution amount

    Years and topics outside the matrix are not silently approximated. The trust strip on every result reflects the same boundaries.

    How to Read Confidence

    Confidence describes the strength of a specific result given the facts you provided. It is not a legal opinion, an approval, or filing certainty.

    High

    High
    What it means

    The scope is fully modeled and the facts you supplied are complete enough for the engine to produce a stable result.

    What it does not mean

    It does not mean a filing position is approved, that no documents need verification, or that downstream surfaces are also high.

    Next step

    Verification items below the result remain operational checks (documents, elections, state inputs) regardless of label.

    Mixed

    Mixed
    What it means

    The scope is supported but at least one weakening factor is present — material assumptions, partial input completeness, mixed-scope edges, or provisional state validation.

    What it does not mean

    It does not mean the scenario is wrong or unsupported. It means the result depends on inputs or assumptions worth filling in or confirming.

    Next step

    Resolve listed assumptions or fill missing inputs to lift to High. The underlying math does not change.

    Limited

    Limited
    What it means

    The result is constrained: the year is unsupported or provisional, the topic requires external review, or input completeness is below threshold.

    What it does not mean

    It does not mean PRISM has failed or that the topic is unreachable. It means the surface is intentionally bounded.

    Next step

    Add facts where applicable, switch to a supported year, or use Paid Review for scope outside the engine.

    • • Support and confidence are independent. A modeled topic with sparse facts can be Limited; a complete-fact result outside scope can still be blocked.
    • • Confidence is not certification. Documents, elections, and state-level checks remain user verifications.
    • • No label promises a filing position, an audit outcome, or a tax-court result.

    Paid Review boundary

    Paid Review — what it is and is not

    Paid Review is
    • A structured review workflow layered on top of trust completion.
    • A reviewer evaluating completeness, unresolved items, and review-readiness inside PRISM's operating model.
    • A handoff with defined statuses (new → ready_for_review → in_review → completed).
    • A bounded service tier (Standard or Priority) with an SLA target.
    Paid Review is not
    • Not automatic individualized tax advice.
    • Not legal representation.
    • Not return preparation, unless separately and explicitly contracted.
    • Not implied approval of a filing position.
    • Not a substitute for a regulated engagement.
    • Not coverage outside the declared support matrix.

    Self-serve use of these tools remains the baseline. Paid Review is an additional operational layer triggered or selected under bounded conditions — it does not turn a public tool session into an individualized professional engagement.

    What "Completed" means
    Means
    • • The review workflow reached its defined end state.
    • • The submitted packet, checklist state, and available documents were processed according to the workflow.
    • • Unresolved issues, missing items, or limitations were recorded where applicable.
    • • Reviewer activity for the submitted scope has concluded.
    Does not mean
    • • Not an approved filing position.
    • • Not a legal conclusion.
    • • Not a guaranteed tax outcome.
    • • Not a representation engagement.
    • • Not certification of completeness beyond submitted materials.
    • • Not coverage outside the declared support matrix.
    Public tools and professional services

    PRISM Tax Intelligence is a professional tax practice supported by decision-intelligence technology. Public tools and Decision Records are educational or modeling resources and do not create an individualized professional engagement. Tax preparation, tax planning, projections, notice assistance, and complex decision support are professional services governed by the applicable engagement.